Chuck Whitman Email & Phone Number
Senior Portfolio Manager @ Legacy Edge
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Chuck Whitman Location
- United States
Chuck Whitman Work
- Senior Portfolio Manager @ (October 2024 - Present)
- Independent Advisor to RIAs @ Self-employed (August 2024 - Present)
- Vice President, Senior Investment Advisor @ (May 2022 - December 2023)
- Senior Portfolio Manager @ (January 2017 - May 2022)
- Managing Director @ (April 1999 - July 2015)
- Vice President @ (January 1994 - January 1999)
- Vice President - SBCI @ (January 1991 - March 1993)
- Vice President @ (January 1985 - January 1991)
Chuck Whitman Education
- University School
- NYU Stern School of Business
MBA (Finance, General)
- University of Michigan
BBA (Accounting and Finance)
Chuck Whitman Skills
- Equities
- Hedge Funds
- Alternative Investments
- Bloomberg
- Fixed Income
- Portfolio Management
- Investment Banking
- Series 7
- Trading
- Derivatives
- Investments
- Securities
- Asset Management
- Asset Allocation
- Sales
- Equity Trading
- Wealth Management
- Mutual Funds
- Risk Management
- Investment Advisory
- Private Banking
- Options
- Arbitrage
- Business Development
- Business Relationship Management
Chuck Whitman Summary
- Chuck Whitman, based in United States, is currently a Senior Portfolio Manager at Legacy Edge Advisors. Chuck Whitman brings experience from previous roles at Self-employed, PNC, TIAA and Oscar Gruss. Chuck Whitman holds a University School. With a robust skill set that includes Equities, Hedge Funds, Alternative Investments, Bloomberg, Fixed Income and more. Chuck Whitman has 4 emails and 3 mobile phone numbers on RocketReach.
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